Current Value of Holding

$6.21M

Shares

111k

% of Portfolio

0.01%

Average Buy Price

$56

Avg closing price
Price range

29 Jim Simons BlackRock Institutional Trust Company N.A. - iShares California Muni Bond ETF Trades

Jim Simons acquired 111k BlackRock Institutional Trust Company N.A. - iShares California Muni Bond ETF shares worth $6.21M. That's 0.01% of their equity portfolio (1263rd largest holding). The first BlackRock Institutional Trust Company N.A. - iShares California Muni Bond ETF trade was made in Q4 2018. Since then Jim Simons bought shares thirteen more times and sold shares on fifteen occasions. The investor's estimated purchase price is $6.22M, resulting in a loss of 0.2%.

Avg closing price
Price range
Increased shares by 494.0% (+92.4k shares) Q2 2026
Avg closing price $57.25
Price range $56.66 - $57.65
Sold 83.4% shares (-93.9k shares) Q1 2026
Avg closing price $57.72
Price range $56.57 - $58.41
Sold 63.4% shares (-195k shares) Q4 2025
Avg closing price $57.40
Price range $56.96 - $57.70
Increased shares by 103.5% (+157k shares) Q3 2025
Avg closing price $55.94
Price range $55.16 - $57.13
Increased shares by 692.1% (+132k shares) Q2 2025
Avg closing price $55.51
Price range $54.52 - $56.70
Sold 56.7% shares (-25k shares) Q1 2025
Avg closing price $56.84
Price range $55.93 - $57.46
Sold 25.4% shares (-15k shares) Q4 2024
Avg closing price $57.50
Price range $56.66 - $58.10
Increased shares by 20.3% (+9.98k shares) Q3 2024
Avg closing price $57.58
Price range $56.65 - $58.17
Sold 46.2% shares (-42.1k shares) Q2 2024
Avg closing price $56.90
Price range $56.38 - $57.26
Sold 63.9% shares (-162k shares) Q1 2024
Avg closing price $57.70
Price range $57.33 - $58.04
New holding (+253k shares) Q4 2023
Avg closing price $55.81
Price range $53.93 - $58.09
Sold -35.6k shares Q3 2023
Avg closing price $56.25
Price range $54.65 - $57.20
Sold 75.3% shares (-109k shares) Q2 2023
Avg closing price $56.97
Price range $56.03 - $57.90
Increased shares by 14.8% (+18.6k shares) Q1 2023
Avg closing price $56.89
Price range $55.81 - $57.67
New holding (+126k shares) Q4 2022
Avg closing price $55.50
Price range $53.99 - $56.91
Sold -196k shares Q3 2022
Avg closing price $56.61
Price range $54.22 - $57.98
New holding (+196k shares) Q2 2022
Avg closing price $56.48
Price range $55.37 - $58.09
Sold -14k shares Q3 2021
Avg closing price $62.67
Price range $62.08 - $62.98
New holding (+14k shares) Q2 2021
Avg closing price $62.53
Price range $62.05 - $62.84
Sold -16.8k shares Q1 2021
Avg closing price $62.51
Price range $61.72 - $63.18

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